“The nature of our technology fits best with high performance, high volume applications, which are extremely competitive. The upside is tremendous: a single project can make a company.”
"Top tier customers are reluctant to rely on single source manufacturing or a technology that is tightly controlled."
Translation: Apple requires multiple suppliers which have not been fulfilled yet. Chinese suppliers are balking at investing big $ in capital unless they have guaranteed long term commitment. Apple has screwed too many suppliers and they aren't playing that game anymore.